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Prepare and validate recurring performance, advisory fee, and tax reports for private wealth clients. Investigate data discrepancies, reconcile fees and tax information, interpret external statements, maintain historical reporting data, respond to investment and reporting queries, and distribute tax slips. The role also supports process improvement, documentation, vendor data coordination, and cross-training across reporting disciplines.

Serve as the primary interface between Public Assets portfolio managers, advisors, and clients. Translate investment strategy, portfolio positioning, and performance into client-ready messaging, develop marketing and reporting materials, support product development through market and competitive analysis, and analyze product performance to recommend enhancements. Represent the firm at client meetings and events.

As an Insurance Advisor, you'll grow sales, build relationships with physicians, provide insurance solutions, and be mentored by experienced leaders.

Provides administrative and practice-management support to Wealth Advisors and Wealth Planning Associates. Responsibilities include coordinating tasks and meetings, preparing client materials, managing client requests, onboarding clients, maintaining Salesforce records, coordinating events, supporting business development and pipeline tracking, and assisting with corporate initiatives. The role requires strong organization, attention to detail, professionalism, client service skills, and proficiency with Microsoft Office.

The Wealth Advisor provides comprehensive wealth planning and investment management, builds client relationships, and delivers exceptional service and advice on various financial planning topics.

The Wealth Advisor provides comprehensive wealth planning, manages client relationships, and delivers investment management solutions tailored to client needs.

As a Wealth Advisor, you'll provide comprehensive wealth and investment planning, manage client relationships, and ensure client satisfaction through tailored financial solutions.

Support Wealth Advisors by managing client requests, scheduling and preparing meeting materials, preparing portfolio reviews, rebalancing and asset allocation analysis, performing insurance needs analysis, and delivering personalized end-to-end client service while collaborating across internal teams and pursuing ongoing professional development.

Lead NAV reviews and reconciliations, oversee accruals, distributions and withholding tax, support audits and tax filings, act as subject matter expert for assigned mutual fund trusts and LPs, support new fund launches, drive process improvements and compile financial analysis.

Provide high-level executive support to the Managing Director, Insurance including complex calendar and email management, travel coordination, meeting coordination and minutes, report and presentation preparation, project coordination, expense reconciliation using Excel, confidential communications, and stakeholder liaison in a hybrid Vancouver role.